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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,989 | $71,208-20.0% | $93,681-39.2% | $80,911-29.6% |
| Participation rate | 62.4% | 60.4%+2.0pp | 68.7%-6.4pp | 67.6%-5.3pp |
| Annual return | 17.38% | 11.27%+6.1pp | 133.47%-116.1pp | 35.63%-18.2pp |
| Employer contribution / active EE | $1,897 | $1,564+21.2% | $2,422-21.7% | $2,756-31.2% |
| Participant deferral / active EE | $3,256 | $4,035-19.3% | $4,415-26.2% | $4,297-24.2% |
| Admin fee / account holder | $1,178 | $6,951-83.1% | $8,290-85.8% | $6,935-83.0% |